ETF Market Review | The software sector led the declines, with the Software Index ETF and the Information Technology Innovation ETF both falling by 3%.

Gelonghui, August 8th | The three major A-share indices collectively closed lower. At the close of trading, the Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index fell by 0.26%, and the GEM Index fell by 0.38%. The Beijing Stock Exchange 50 Index declined by 1.22%. The total trading volume in the Shanghai, Shenzhen, and Beijing markets was RMB 1736.3 billion, a decrease of RMB 116.2 billion from the previous day. Over 2,400 stocks across the two markets rose. AI applications, semiconductors, PEEK materials, and Robotics Concept stocks retreated, while Xinjiang revitalization, super hydropower stations, western mega-infrastructure, photovoltaics, lithium mines, innovative drugs, and stablecoin themes were active. The ERP Concept and Huawei Euler Sectors adjusted. In terms of ETFs, the building materials and infrastructure Sectors saw gains in the afternoon.

Gelonghui FinanceAug 8, 2025 15:06

Hydropower, anti-internal competition, and fire have gained popularity! The Iron and steel ETF, Chemicals ETF, Infrastructure 50 ETF, and Building materials ETF have attracted significant inflows this week.

The total investment of 1.2 trillion yuan for the Yarlung Tsangpo River downstream hydropower project has officially commenced, planning to build five stepped hydropower stations, with an annual power generation capacity equivalent to three times that of the Three Gorges. This has ignited relevant thematic ETFs. The building materials ETF, infrastructure 50 ETF, chemical ETF, and Iron and steel ETF have all risen this week, with inflow of funds into these related ETFs. This week, 43 Funds have net inflows exceeding 0.1 billion yuan, among which the Iron and steel ETF, chemical ETF, infrastructure 50 ETF, Guotai building materials ETF, and the Fuguo building materials ETF have seen net inflows of 1.424 billion yuan, 1.39 billion yuan, 1.216 billion yuan, 1.105 billion yuan, and 1.003 billion yuan respectively.

Gelonghui FinanceJul 27, 2025 15:51

Hydropower stocks continue to surge, with the E Fund Materials ETF rising 7.91%. The Infrastructure ETF, Materials ETF, Infrastructure 50 ETF, and Construction Machinery ETF also saw significant gains.

The Yarlung Zangbo Hydropower Concept stocks continued to surge, with more than twenty stocks, including CONCH CEMENT, China Energy Engineering, and CRRC Construction Machinery, hitting the daily trading limit. Sectors such as cement and building materials, construction machinery, steel, and water conservancy construction also followed the upward trend. In terms of ETFs, the E Fund Materials ETF rose by 7.91%; the Infrastructure ETF and Materials ETF increased by more than 6%; the Infrastructure 50 ETF rose by more than 5%; and the Construction Machinery ETF gained more than 4%. On the news front, on July 19, the groundbreaking ceremony for the Yarlung Zangbo downstream hydropower project was held in Nyingchi City, Tibet Autonomous Region. The project, located in Nyingchi City, Tibet Autonomous Region, will involve the construction of five cascade power stations with a total investment of approximately RMB 1.2 trillion. According to research reports from China Securities Co.,Ltd.

Gelonghui FinanceJul 22, 2025 16:03

ETF afternoon review | The YaJiang Hydropower Station Concept continues to be popular, Star New Energy ETF and Star New Energy Fund have risen over 3%.

Gelonghui, July 22 | The three major A-share indices collectively rose in the morning session. As of midday, the Shanghai Composite Index rose 0.25%, the Shenzhen Component Index rose 0.56%, and the GEM Index rose 0.69%. The North China 50 Index rose 0.73%. The half-day trading volume of the Shanghai, Shenzhen, and Beijing markets was RMB 1.1589 trillion, an increase of RMB 56.3 billion from the previous day. Over 2,400 stocks across the market rose. In terms of sectors, hydropower, construction machinery, precious metals, solid-state batteries, and military equipment sectors led the gains; the banking, Zhipu AI, papermaking and packaging, and gaming sectors saw declines. In the ETF sector, the Yajiang Hydropower Station concept continued to be in high demand, while the photovoltaic and lithium mining sectors also saw significant activity.

Gelonghui FinanceJul 22, 2025 11:44

A 1.2 trillion yuan mega-project has sparked a surge in the upstream and downstream sectors! The E Fund CSI Materials Select ETF and the Materials ETF both hit the daily limit, with the highest Turnover Ratio soaring to 500%!

The entire line is boiling.

Gelonghui FinanceJul 21, 2025 17:35

ETF Closing Review | The construction materials Sector surged, with the construction materials ETF and the E Fund construction materials ETF hitting the limit up.

On July 21, Glenwood reported that the three major indexes of A-shares rose collectively today. By the close, the Shanghai Composite Index increased by 0.72%, the Shenzhen Component Index rose by 0.86%, the GEM Index climbed by 0.87%, and the Beijing Stock Exchange 50 Index jumped by 2.38%. The total transaction volume in the Shanghai, Shenzhen, and Beijing markets reached 1,727.1 billion yuan, an increase of 133.9 billion yuan compared to the previous day. Over 4,000 stocks in the All Market saw an increase, and more than 110 stocks hit the daily limit. In terms of sectors, the Hydropower, Construction Machinery, Cement, Steel, Power Grid Equipment, and New Urbanization sectors had the largest gains, while Cross-Border Payment, Bank, Education, and lithography machine concept stocks showed the largest declines. In terms of ETFs, the Construction Materials sector surged, and Guo.

Gelonghui FinanceJul 21, 2025 15:10